Individual Tax Professional (CPA / EA)

Mercor — Remote (United States)

Salary: $110 - $130 / hour · Schedule: Part-Time · Work model: Remote

Skills: Attention to Detail, Individual Tax Preparation, Tax Compliance, Tax Planning, Written Communication

Job Description

Pay: $110-$130 per hour (USD).

Mercor is seeking experienced individual tax professionals to help evaluate advanced AI systems on realistic personal tax scenarios. You will work through a series of tax "worlds" built around complex individual taxpayers, completing well-scoped tasks that mirror real return preparation and tax planning work.

What You'll Do

  • Apply federal and state (New York and/or California) tax rules to prepare, review, and reason through complex returns.

  • Evaluate and correct tax analyses, calculations, and positions for accuracy and completeness.

  • Provide clear, structured written explanations of your reasoning and conclusions.

Scenarios You'll Work With

  • Technology professionals with ISO equity and company tender offers (AMT planning)

  • W-2 employees with a primary residence and multiple rental properties

  • Finance professionals with multiple K-1 investments (real estate, private equity, fund of funds)

  • Retirees with RMDs and side consulting income

  • High-earning W-2 employees with backdoor Roth IRA, maxed HSA, and NY-to-CA part-year / dual residency

  • Business owners reporting income on Schedule C or via K-1

Required Qualifications

  • 3–8 years of hands-on experience preparing complex individual (Form 1040) returns, currently or recently.

  • Senior Associate to Manager level in individual tax compliance.

  • Strong working knowledge of federal individual tax returns plus New York and/or California state returns.

  • Excellent attention to detail and clear written communication.

Preferred Qualifications

  • CPA or Enrolled Agent (EA) credential.

  • Big 4, national, or strong regional firm experience in private client / individual tax.

  • Experience with equity compensation (ISOs/RSUs), AMT, partnership K-1s, rental properties, and multi-state residency.

Why Join?

  • Apply your tax expertise to shape how AI systems handle real-world personal tax work.

  • Short-term, flexible, and intellectually engaging.

  • Collaborate with a leading AI research organisation.

This listing was sourced from 4dayweek.io.

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